DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
FPA Core Plus Fund III LP
unclassifiedCA
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- University Hospitals Health System, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
1 rows, $30,852 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| University Hospitals Health System, Inc. Retirement Plan | 2023 | 27 28 50 | NONE | $30,852 |
What changed
- Dec 31, 2024Manager relationship endedinferenceUniversity Hospitals Health System, Inc. Retirement PlanFPA Core Plus Fund III LP no longer appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with FPA Core Plus Fund III LPaskebsa.dol.gov
- FPA Core Plus Fund III LP appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with FPA Core Plus Fund III LPaskebsa.dol.gov